TaxAudit

TaxAudit

Reviews Summary

The reviews overwhelmingly praise the service, with most highlighting exceptional professionalism, expertise, and peace of mind during IRS audits. Many note the team's responsiveness, clear communication, and ability to resolve complex cases favorably, often securing refunds or reducing owed amounts. Several mention the value of the service, calling it a worthwhile investment for stress-free audit support. A few negative experiences cite unreturned calls or lack of follow-up, but these are rare compared to the positive feedback. Overall, customers highly recommend the service for its reliability and expert handling of tax issues.

About This Listing

Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Audit
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience

Contact Information

Address

600 Coolidge Dr #300

Folsom, California 95630

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

I worked with Kat and she did an amazing job. She let me know exactly what I needed to do and what information she needed to resolve my issue. She contacted the California Franchise Board on my behalf and took care of everything. She was wonderful to work with and I would recommend Kat, and Taxaudit to anyone.

I worked with Brett from TaxAudit to take care of an audit from IRS. From day one he made it clear what steps needed to be taken, how to package and submit documents, and how to keep them ready. The online portal they have was also great to communicate and keep things updated. Brett even travelled to the IRS office for an onsite meeting. In the end, he did a thorough and professional job that I would definitely recommend to anyone. Thanks, Brett!

TaxAudit: My Financial Knights. Let's be honest, the words "IRS audit" can strike fear into the heart of even the most organized taxpayer. Then, like a beacon of hope in a sea of confusing tax codes, came TaxAudit. From the moment I signed up, they were absolute pros. They took the reins, spoke the IRS's language (which, let's face it, is a foreign one to most of us), and basically acted as my personal tax-ninja squad. They were calm, collected, and surprisingly good at explaining things without making

Worked with Jason from TaxAudit on resolving a IRS issue we had, and had a great outcome. It seems that the IRS did not record our tax payment "on-time" so they sent this letter asking for payment with Interest. Most people would pay the amount of "$21.81" and "think" that they would be done with the issue. Since we had the TaxAudit, we decided to put it to the test. About 5 months later the issue was fully resolved (mostly waiting on the IRS). Friends ask, "Why don't you have your checking account (linked)

I worked with Maryam and she was amazing. Great communication and very knowledgeable. I would highly recommend TaxAudit, especially if you can get Maryam on your case file!!

JASON T GALLOWAY. I say no more, this guy helped me out big time. Highly recommend tax audit! If you use turbo tax sign up for tax audit! I made a mistake on box 12. IRS was breathing down my neck for 35K. Jason took care of it!!!! Many thanks MW

We really appreciated working with Michelle from TaxAudit. Our tax issue was challenging to resolve as it spanned multiple tax years. Also, we had paid our tax balance, but we had recorded the payment incorrectly on our tax form. Michelle handled the complex process of working with the IRS to sort out our tax form and even wound up with a balance refunded to us. During the process, she updated us regularly on the progress of our case. She was kind and helpful. Thank you Michelle for putting in so much effor

Great service, used them to respond to an IRS question (older 2022 return). Their rep. was courteous, prompt and knew his stuff. Would definitely use them again as needed.

Worked with Sandy for my case with IRS, the communication and guidance was excellent. Highly recommend.

I called because my father's estate got a refund check for the 2020 tax year from the IRS in August 2024 after I had repeatedly told the IRS I had already filed and they sent me a refund in 2021. On my first call to Tax Defense I was told that someone would call me back. That never happened. I called a week later and I was asked to electronically send them the Letters Testamentary for the Estate, which I did, and they never called me back. The third time a week after that I called and was told they coul

Elizabeth L at Tax Audit is on top of her game. She quickly identified the issue and was able to resolve our inquiry with the IRS.

Ms. Norris was the most efficient, patient, and knowledgeable person I could have wished to have worked on my behalf. The details of the issue were complicated. It resulted from a stock sale owned by 3 persons, multiple by-outs by different companies, stock splits, and the passing away of 2 of the stock owners at different times, and all of this ranged over 30 years. She could see through the fog of all the information, state what I needed to get document-wise in a concise and detailed manner, and then p

Ms. Amy E. Brosnan, EA, provided exceptional support during my IRS audit. Initially, I was very anxious about the process, but Ms. Brosnan's expertise and calm demeanor reassured me at every step. She was transparent, always keeping my best interests in mind, and demonstrated the highest level of professionalism and care. Despite owing some money, the experience was educational thanks to her detailed explanations and responsive handling of my concerns. She treated my worries with respect, never dismissing t

Airam Leon has provided outstanding support for my audit. She was very knowledgable. Shared all the required information and followed up with detailed steps to follow. Easy recommendation and would continue buying protection via turbo tax. Thank you!

Lynne S. was an absolute joy to work with. She solved my problem with clear communication and a great sense of humor. I highly recommend her and her services. Here is a poem about how wonderful she was: There once was a worker so kind, Explaining tax matters in mind, With patience so fine, She made everything align, Leaving worries and stress far behind.

From start to finish, I was treated with great professionalism and exemplary customer service. I had total confidence in my case representative who took care of all interactions with the IRS. Communication was excellent throughout the process. My representative from TaxAudit took the time to understand the unique details of my case and made me feel like a valued customer. I will continue to use this service because of the way I was treated and because I believe that TaxAudit achieved the best possible ou

TaxAudit professional helped me to resolve a more than $15000 IRS payment case. Thank you very much for your excellent services and professional assistance and quick actions on the case.

Chanel was very professional, communicative and quick to resolve my 2022 tax return enquiry. The whole process took less than a week and she helped resolve the enquiry before the deadline specified in the letter from the IRS. Would heartily recommend Chanel and her team for handling tax audits, especially for folks filing their tax returns themselves using tax prep software like turbotax!

I am very pleased with the service from Gerard Cannito at TaxAudit. He is very knowledgeable, professional and courteous. Most importantly, he is extremely patient and takes away all my stresses. He perseveres and helps me get the best possible outcome of the IRS audit. I strongly recommend the professional service from TaxAudit.

I just finished a state audit with TaxAudit. It was well worth the amount of money we paid to have it. The error was made by TurboTax, and I am not sure how to have that fixed for others. However, I am very happy that we had TaxAudit to help us through this. Our agent was amazing and very helpful. If we continue to use a service like Turbo Tax, we will definitely always pay for the Audit defense.

Navigating through a tax return issue can be an incredibly daunting experience, but having James D. Hicks as my tax professional made all the difference. From the moment I sought assistance from TaxAudit for my 2021 tax year issues, James provided unparalleled support, expertise, and reassurance. James demonstrated exceptional knowledge and professionalism throughout the entire process. He meticulously reviewed my case, explaining each step in a way that was easy to understand, and always made sure I was f

For the past two decades, I've been a dedicated user of TurboTax, and this year marks the first time I've ever faced an IRS audit. Without a doubt, my decision to enroll in the TaxAudit protection plan has proven to be the wisest choice I've made during this challenging experience. I'm deeply grateful to my TaxAudit advisor, Mr. Alan Pinck, for his exceptional support throughout this entire journey. From the outset, Mr. Pick has been a steadfast advocate, guiding me through the audit, arbitration, and ultim

I purchase this audit protection through TurboTax every year and highly recommend it. I went 7 or so years without needing it, but when I did, it was a huge time and money saver. I received two letters from the IRS each stating that I owed them roughly 15k. It?s been slow, because it?s the IRS, but one has been resolved to my owing nothing and the other looks like it will turn out similarly. The protection is only like 50 or 60 bucks and if you ever need to take advantage of it even once, it will pay itself

My experience with TaxAudit and Yousaf I. Chaudhry, EA was literally life saving! I had an unexpected issue arise and they were professional, knowledgeable, responsive and gave me clear cut directions on how to do everything the IRS wanted. Highly recommend including this service when you do you tax return with TurboTax.

I had experienced outstanding support from the TaxAudit advisor Katie A. Brahaney. She represented my case to the IRS in a professional manner, answered all my questions, reviewed all my documents, and resolved the case to the best of my satisfaction.

I always purchase tax audit protection, because you never know when you will get audited. Theses professionals will take care of everything from start to finish. As long as you have all your supporting documents to back you up. If not, there are many other ways to find a solution to anything. Tax audit is such a great investment, especially if you have basic knowledge of the rules and law of taxes. I definitely would recommend if you have a lot going on with your taxes. An extra layer of protection will nev

Chanel was incredibly helpful! I would encourage everyone to sign up for this service every year as it is well worth it! The peace of mind is so valuable and they have your back.

Nothing but kudos to say for my experience with TaxAudit. It took nearly a year to resolve our issues with the IRS start to finish, due mostly to fraudulent activities that we were victims of, and they were with us every step of the way.

This service provides an incredible peace of mind. Every exchange is fast, courteous and professional. It's easy to make an honest, yet expensive mistake when navigating taxes. They provided fantastic follow up and explanations throughout the process. Just using this service once pays for itself many times over.

I had the best experience with the TaxAudit advisor. She is extremely knowledgeable, helpful, and patient. A massive thank you for completing my tax audit. I Highly recommend this service

Absolutely great experience working with TaxAudit. Keith was incredibly responsive and communicated with me at every step of the way. They resolved my issue with the IRS and I never doubted their ability throughout the process. Would recommend.

I have purchased Turbo Tax Audit protection for years, and recently started using the service for my father's taxes as well. When I got the dreaded IRS letter saying there was a problem with my father's taxes and was not entitled to the refund, I immediately forwarded the letter to Tax Audit. After a year and a half, the case was resolved with a full refund, plus interest. Good job!

UPDATE: It is amazing to me reading their response that they make excuses and excuses but can't own the fact that they CLEARLY AND ABSOLUTELY have messed this up in so many ways but they can't own it at all. They make excuses and excuses but are not able to say the words "I am sorry that we misled and messed up your audit costing you and your family time and money." That would go a long way but they are not able to say it....really sad. Shows a lack of humility and integrity. I purchased Audit Defense th

I had a complex audit that requested a lot of information and with Keith's guidance I was able to put together the documentation that was needed. It was completely overwhelming when I got the audit notice but I felt a lot of relief by having someone helping me present and put together what was required. It definitely took work on my part to provide the documentation, but I would have had to hire a CPA if I hadn't paid for the audit support with TurboTax. So glad I did! Keith is a solid guy who really does w

TaxAudit is one of those things I buy every year and hope not to use. I have now received IRS letters in two different tax years - and in both cases I am thankful I chose to purchase TaxAudit with my return. In both cases they provided professional and timely assistance and representation and I got a positive resolution. One of the years involved complex international rules and procedures. If I had not engaged TaxAudit I am sure I would have spent many hundreds of dollars - and I cant imagine the result co

Tax Audit has had my back for many years. I have been audited 3 times and have never worried about a thing. Their professionals have always taken care of everything and are extremely responsive. It's well worth the money to know they are always there to help if you ever get that dreaded letter from the IRS. You can count on them to get the job done right and be your best representative.

We were audited this year and were very nervous. We had only heard horror stories about the audit process. It felt daunting to say the lease. Richard was absolutely wonderful, effective communication, timely responses, and courteous. I cannot say enough to recommend TaxAudit. Highly recommend!

From start to finish, Rob Eyre was a pleasure to work with. What a relief to have a true professional interface with the IRS on our behalf. Rob was great at returning emails and phone calls. We always felt well taken care of, as if we were his only clients. The TaxAudit website and app made it easy to communicate and send the necessary documents. Rob cut through the confusion about why we owed money, gave us realistic expectations about the likelihood of negotiating a lower settlement, and kept us apprised

I had the unfortunate issue of dealing with the IRS. If you know, you know. Attitudes from their agents, talking over you, transfer to incorrect departments, on hold for most of the day, etc and still nothing accomplished. It's a large challenge when you are trying to figure out what form to complete and you are lost. Tax audit speaks this encoded and encrypted language. They were very patient and kind throughout. It was helpful to hear the wealth of experience and know they have done this before, even my

We used TaxAudit and had great results!! I highly recommend using TaxAudit if you have any IRS tax issues. It made what could have been very stressful situation super easy to navigate. We had great communication every step of the way. Can't recommend TaxAudit highly enough.

i recieved a bill from IRS saying i owe $12000. After Tammy worked with my case i enden up getting $229 REFUND. Was very happy with the outcome. Tammy the EA that work with me was very proffesional very knowledgeable and made me feel at ease at a very stressful time and situation as she was very confident.

My experience with tax audit was very wonderful. They gave me someone to work with and were always communicating with me things that I needed to get done. Even through this pandemic, tax audit was there to help. Thank you to Muhammad who helped me beat my audit. Highly recommend tax audit to anyone who gets audited by the IRS.

In the tax year in question, I had become temporarily totally disabled and medically retired with ongoing court proceedings lasting years beyond the tax year. The audit was 4 years in the making and was just finally settled. Tax Audit did everything in their power to straighten everything out, through constant communications with all parties involved and for me personally. Tax Audit kept me in a mindset where I was able to function as a human being. Without Tax Audit, I wouldn't be here writing this review

They guided me through an audit. I potentially owed the IRS $4500 plus interest. After working with tax audit, the IRS ended up owing me $15. The service was great and the app makes uploading documents and sending messages effortless. Highly recommend!!

When I had a tax audit problem I turned to TurboTax for support. From the outset TurboTax assured me that they would handle all communication with the IRS. Throughout the months of this process TurboTax kept me apprised of all communications. I think the thing that mattered the most was finding that TurboTax was fully at my back supporting the tax return I had created using TurboTax software.

I've used Tax Audit on two separate occasions and was thoroughly satisfied in both cases. Jason Galloway was my tax professional from Tax Audit in both instances and he was totally professional, efficient and knowledgeable. He quickly honed in on the cause of the problem, expertly offered options for solution and patiently answered all of my questions throughout both ordeals. I give Tax Audit my highest recommendation.

I was so very, very upset and scared when I was contacted by the IRS for my first audit. Thank God for Clayton Brown and the rest of the Tax Audit team, who were immediately responsive on day-one, and then communicated at EVERY turn throughout the process, compassionate and smart, I could not have asked for better team to represent me. The services I received were worth ten-fold of what I paid for it. I don't know how I would have proceeded without Clayton?s help. The amount of info requested by the IRS

Tax Audit last year for 2018 taxes. The connection is easy, and once you give them the needed information they take it from that point and will keep you informed until the audit is complete. The IRS said I owed 1000.00$ but I ended up not having to pay a cent. Get the Audit plan every year. It is well worth the money.

Best $45 I ever spent. Our EA, Adriana, was a consummate professional, and did an amazing job on our behalf!

I purchased TaxAudit services through Intuit Turbotax two years in a row, and encountered both state and federal issues where I needed to use their services. In both state and federal cases, the TaxAudit team has represented me and effectively eliminated audit issues for each situation. Highly recommend this service for "peace of mind"!

Tan at Tax Audit helped me get an IRS Bill reduced from $12,000 to $1,500. The IRS disputed 3 areas of my 2018 Tax Return to the tune of $12,000. Tax Audit helped me review these 3 areas and found that I filed info on 2 of the areas correctly. I made a mistake in one area and paid the tax due of $1,500. I would not have been able to do this without Tan. He helped me find the correct documents to prepare the correct IRS forms to correct the IRS mistakes. And this was all done at no expense besides the

In a word, exceptional! Prompt responses, friendly service, extremely knowledgeable associates. TaxAudit turned a normally stressful situation into - dare I say - an almost pleasurable experience. Our associate Anne Davis was amazing.

Excellent service by Charles. He was courteous, responsive and extremely helpful. IRS audits are stressful and so glad to have TaxAudit take care of everything. The audit was resolved in our favour.

Tim was extremely helpful and had great attention to detail with my case he went above and beyond what I could ever of expected the I.R.S was trying to over charge me and Tim knew the tax laws and the system very well and reduced the amount owed to the correct number he was kind and very hard working he always kept me updated through the whole process I would definitely recommend TaxAudit to anyone who has and tax dispute with the IRS Tim fowler is a great employee and I'm very grateful he was assigned to m

So glad I purchased this w/ turbotax. Shiela was the absolute best and deserves a promotion.

I got a notice from IRS that I owe almost $7k. Guys found the mistake in my declaration (I declared my medical expenses as tips :-) and transferred $7k debt into $4k return. Got return in a 3 month... Thanks a lot for your help. It was the most effective investment of buying the protection plan for $50 :-)))

Great service staffed with professional experts. Would recommend.

State Audit. I have been extremely please so far with the audit team at TaxAudit. They reviewed the audit information from the state and my return, and then requested specific documents to respond to the State. Everything was sent through their secure app. The whole process has been very painless. Now waiting to the State to respond their submission.

I have been a member since 2001 and have been assisted by TaxAudit (it was called Tax Resources before) professionals three times already to my great satisfaction with no more additional taxes like IRS was claiming, thansk to Tiffany Liu. If I were doing this myself, I probably would've ended up paying more to IRS even though I was right. That's also why I don't do my own root canal treatment - use the specifically educated and trained professionals for important stuff :)

My experience could not have been easier having Tax Audit's help. I was relieved to have their guidance in a trying situation.

Communication was excellent. Results were beyond expectations. Highly recommend Tax Audit. Handled my case in a professional manner. For approx 50 bucks a yr you are nuts if you don't take it. Saved me hours of work.

I had to use their service twice and was always helped quickly and efficiently. I got coverage through TurboTax and buying this as part of my annual tax filing was totally worth it. I give TaxAudit my highest recommendation, but I hope I don?t need them again anytime soon :)

Brett helped us tremendously with our audit and made the whole process simple fast and not gut-wrenching! Thank you so much!!

Thank you! Tammy Dudley. I am so fortunate to have you helping me on my case, Your professionalism and understanding of the process including your timely communication takes away any anxiety I had when received the notice from IRS. The end result is also can not be any better. Thank you again for all the hard work. Best Regards

Outstanding service. Responsive, knowledgable on the issues and handled everything in a very timely manner. Kept me informed of progress and outcome was good. Would use them again.

Robert Erye; did an absolute fantastic job in helping us end a very tumultuous 2018 experience with the IRS. We will definitely be purchasing taxaudit protection with every tax year return, great job Robert!

Cara from TaxAudit was very helpful, thorough, friendly, and professional in our communications. I got the full refund from the state, two weeks after she sent them our information and response.

It was spectacular! All stuff, especially David T. from NE is highly professional and really helps! Strongly recommended to order TaxAudit if TurboTax considers it reasonable. Thank you TaxAudit team! Best wishes for everybody!

This was our first time using TaxAudit, and we are thrilled with the service we received. All communications were prompt and professional. The guidance we received from Cara was just what we needed, and we will certainly sign up for TaxAudit next year.

Eduardo Hernandez was amazing to do business with. He was polite, professional and he even laughed a few times. I appreciated the services he provided to us.

Excellent experience. I purchase the service every year and it is well-worth every penny. Great communication and resolutions skills. Just closed my case and saved me $4000. Highly recommend without reservation!

Richard did an amazing job with my tax adjustment, he was super knowledgable, professional, easy to work with and friendly - plus he made the whole process easy. I would definitely recommend TaxAudit to a friend.

It was effortless, we just had to provide some documentation and answer a few questions; Jason took over from there. We couldn't be more pleased with this outcome! We have been purchasing this service for several years now and never had to use it until now. It is absolutely worth the small fee to purchase this protection!

We decided to sign up last year for the first time. This ended up being the year that we were audited. We were so blessed to have Maryam Mirhoseini-Motamedi working with and for us as we went through this process together. She made the process as painless as possible and even noticed that we were due for a higher return than we had originally filed for. We appreciate her thoroughness and guidance.

Our experience was exceptional. The person assigned to our case was a great guide though out the process. Also put us at ease to take things in baby steps, and kept us on task along the way.

Erin was well informed on the tax laws of Missouri. Erin kept in communication throughout the process of getting all the information. Erin was experienced and showed dedication, patience and understanding. Many Thanks Erin.

I found the interaction I recently had with my Audit Representative to be less than satisfactory... I'm a paying customer for TaxAudit and while I understand the outcome of my situation, I found my Rep to be incredibly belittling, smug, and rude. I do not recommend.

This was my first time using TaxAudit they did an amazing job. Chelsea was the best, she made sure we knew what was going on every step of the way. Would absolutely use them again.

Very upset to be in the position I was with the I.R.S but tax audit, explained everything and filed everything I needed. It was a positive outcome and I highly recommend TaxAudit.

The service was wonderful. Debi Peters, my representative was incredible! She argued for my rights as a taxpayer and got my case closed with no fees.

Highly professional and knowledgeable. It was a total pleasure to work with the TaxAudit team. The team provided prompt response to all our questions and concern, and always made feel at ease. Thank you TaxAudit team!

Great service! Provides more than one may expect from an online service. Communication was excellent... thanks, Keith York!

Josie was a real joy to work with - knowledgable and did an excellent job. The online tools you provide are also excellent.

Tremendous value for this times you are audited. They quickly get to the bottom of the issue and work very hard for the best possible outcome. Easy to use app with great support and a knowledgeable ?voice? to quell the panic.

I purchase this option each year with TurboTax hoping I never have to use it! When I did, the staff were knowledgeable, friendly, and communicated well through each step of the process until my problem with the IRS was resolved.

Great attatudes, very respectful and made me confident they were on top of it all. Glad I didn't have to deal with the IRS personnally!! Highly recommended!!!

Highly professional empathetic; engaged with the IRS and got my charges completely removed

Awesome experience worked with our rep. He was extremely knowledgeable and proved our case to be correct. Great outcome

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.